Financial Services Representative - State Farm Agent Team Member
Phillip Williams - State Farm Agent
Benefits 401(k) matching Bonus based on performance Company parties Competitive salary Employee discounts Opportunity for advancement Paid time off Wellness resources Role Description As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Responsibilities Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Qualifications 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr Phillip Williams - State Farm Agent
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in New Windsor, NY vacancy
$50k
...Wellness resources ROLE DESCRIPTION As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the... ...Financial Services Representative - State Farm Agent Team Member Full Time in New Windsor & Warwick - NY Benefits...SuggestedFull timeFor contractors$50k - $75k
...are proud to be a growing team of 4, with plans to keep... ...throughout the year. Team members who are eager to learn... ...Description: As a Customer Service Representative - State Farm Agent Team Member with Wyatt Savage... ...with their insurance and financial services needs, including...SuggestedFor contractorsWork at officeFlexible hoursWyatt Savage - State Farm Agent
Montgomery, NY2 days ago- ...growth-oriented agency with a team of highly motivated... ...rewarding, then Dina Bryan - State Farm Agent may be the right fit for you... ...customers with their insurance and financial services needs, including Auto... .... We currently have 4 team members at our agency.Apply Now And...SuggestedFor contractorsWork at office
Dina Bryan - State Farm Agent
Wallkill, NY3 days ago $30k - $50k
Future Opening: Customer Service Representative - State Farm Agent Team Member Position Overview Are you outgoing and customer-focused? Do you enjoy working... ...Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer...SuggestedFor contractorsWork at officeFlexible hours$50k - $75k
...are proud to be a growing team of four, with plans to... ...throughout the year. Team members who are eager to learn... ...questions, working for a State Farm independent contractor agent may be the career for... ...State Farm insurance and financial service products. Responsibilities...SuggestedFor contractorsWork at officeFlexible hours$40k - $50k
...Customer Service Representative - State Farm Agent Team Member Full Time in Newburgh - NY Benefits ~ Hiring bonus ~401(k) ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ~ Health insurance ~ Opportunity for advancement ~ Paid...Full timeFor contractorsLocal areaFlexible hoursState Farm
Newburgh, NY4 days ago$50k - $75k
...proud to be a growing team of 4, with plans to keep... ...the year. Team members who are eager to learn... ...Manager for Wyatt Savage - State Farm Agent, you play a key role in... ...sales, customer service, or account management... ...with their insurance and financial services needs, including...For contractorsWork at officeFlexible hoursWyatt Savage - State Farm Agent
Newburgh, NY1 day ago$50k - $75k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative - State... ...Your attention to detail, customer service skills, and desire to help people... ...customers with their insurance and financial services needs, including: Auto...For contractors- ...insurance Opportunity for advancement Paid time off Training & development Role Description As a Customer Service Representative - State Farm Agent Team Member with James Manley - State Farm Agent, you will generate the kind of exceptional customer experiences that...Flexible hours
$40k - $50k
Role Description As a Customer Service Representative - State Farm Agent Team Member with James Manley - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail...For contractorsWork at officeMonday to FridayFlexible hours$40k - $60k
...We're Hiring! State Farm Insurance Agent located in Newburgh, NY is seeking... ...to join their team. As a State Farm team member for Dina Bryan - State... ...and friendly customer service. Service can include responding... ...their insurance and financial services needs, including...Dina Bryan - State Farm Agent
Newburgh, NY1 day ago$40k - $60k
...We're Hiring! As Account Representative - State Farm Agent Team Member for Dina Bryan - State Farm Agent, you are... ...marketing relevant products and services. Grow your career as you better your... ...with their insurance and financial services needs, including Auto Insurance...For contractors$45k - $65k
Customer Relations Representative - State Farm Agent Team Member Full time, Newburgh, NY Compensation: $45,000.00 - $65,000.00 per year Benefits include... ...insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You...Full timeFor contractorsFlexible hours- ...broker, and over the years I’ve built a team culture that feels supportive,... ...creating an environment where team members can grow personally and professionally... .... Role Description As a Customer Service Representative - State Farm Agent Team Member with Ryan Crosby -...Work at officeFlexible hours
$15 - $40 per hour
...Telemarketer for Phil Williams State Farm Agency As a... ...events! While promoting our team, our insurance products/financial services, and the good we offer... ...Identify and qualify leads for agents by gathering relevant... ...mentor individual team members and prepare them for...Hourly payFor contractorsPhillip Williams - State Farm Agent
New Windsor, NY1 day ago- ...DESCRIPTION: James Manley - State Farm Agent is a leading insurance agency dedicated... ...to providing exceptional service to our customers. We are... ...dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly...Work at officeLocal area
James Manley - State Farm Agent
Newburgh, NY25 days ago $45k - $65k
...Account Representative - State Farm Agent Team Member Full Time in Newburgh - NY Benefits ~401(k) ~ Bonus based on performance ~ Competitive salary... ...over 35 years and is built on a foundation of trust, service, and helping people protect what matters most. Our...Full timeFor contractorsLocal areaFlexible hours$20 per hour
...Phil Williams, State Farm Agency is seeking... ...support insurance agents in gaining and keeping... ...perspective into our team as we build... ...friendly customer service. Service can include... ...such as Insurance, Financial Services, Real Estate... ...individual team members and prepare them for...Hourly payFull timeFor contractorsInternshipState Farm
New Windsor, NY2 days ago- ...opened in February 2025 and is a growing team of three with strong plans for expansion. I’m a third-generation State Farm agent, with six family members currently in the organization,... ...environment. Prior experience in customer service, business support, or insurance...Work at officeLocal areaFlexible hours
- ...Description Join Our Team as a Multiline Representative at John Seymour State Farm – Wappingers Falls, NYAre... ...exceptional service is key? John Seymour State... ...recommending insurance and financial solutions tailored to... ...closely with team members to meet and exceed office...Work at officeLocal area
$20 per hour
...Opportunity at Phil Williams, State Farm Agency Phil... ...and support insurance agents in gaining and keeping... ...perspective into our team as we build success together... ...and friendly customer service. Service can include... ...such as Insurance, Financial Services, Real Estate,...Hourly payFull timeFor contractorsInternshipPhillip Williams - State Farm Agent
New Windsor, NY1 day ago- ...DESCRIPTION: Phil Williams, State Farm Agency is seeking an... ...and support insurance agents in gaining and keeping... ...perspective into our team as we build success... ...and friendly customer service. Service can include... ...such as Insurance, Financial Services, Real Estate,...Full timeInternship
Phillip Williams - State Farm Agent
New Windsor, NY21 days ago $40k - $60k
...Opportunity Phillip Williams State Farm Agency is a leading... ...providing exceptional service to our clients. We are... ...individual to join our team as a receptionist. Our... ...and become a valued member of our team. Compensation... ...Williams - State Farm Agent may be the right fit...For contractors- ...over the years I’ve built a team culture that feels supportive... ...creating an environment where team members can grow personally and... ...Acquisitions Specialist at Ryan Crosby State Farm if: You’re the person... ...to providing excellent service that makes a positive impact...Work at office
Ryan Crosby - State Farm Agent
Highland Mills, NY25 days ago - ...ROLE DESCRIPTION: Dina Bryan - State Farm Agent is a leading insurance agency... ...to providing exceptional service to our customers. We are currently... ...dynamic individual to join our team as a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly...Work at officeFlexible hours
Dina Bryan - State Farm Agent
Walden, NY21 days ago - ...in February 2025 and is a growing team of three with strong plans for expansion. I’m a third-generation State Farm agent, with six family members currently in the organization,... ...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with...Work at officeLocal areaFlexible hours
- ...are proud to be a growing team of 4, with plans to keep... ...the year. Team members who are eager to learn and... ...questions, working for a State Farm independent contractor agent may be the career for you... ...State Farm insurance and financial service products. RESPONSIBILITIES...For contractorsWork at officeFlexible hours
- ...to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm... ...only State Farm insurance and financial service products. Responsibilities Establish... ...functions Ability to work in a team environment If you are...Hourly payFor contractorsFlexible hours
- ...DESCRIPTION: As a Customer Care Representative with Bill Favaro State Farm Agency, you will generate the kind... ...attention to detail, customer service skills, and desire to help people... ...inquiries, coordinating with other agency team members, and anticipating the needs of the...Flexible hours
- ...enthusiastic Telemarketer to join our team. As a Telemarketer, you will play a crucial... ...promoting our insurance products and services through outbound calls. This position... ...CRM software. High school diploma or equivalent. #J-18808-Ljbffr Ryan Crosby - State Farm AgentFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative - State Farm Agent Team Member. Be the first to apply!
Related searches
- hospital customer service representative New Windsor, NY
- customer service officer New Windsor, NY
- benefit customer service representative New Windsor, NY
- customer service consultant New Windsor, NY
- customer service operator New Windsor, NY
- customer success associate New Windsor, NY
- client service specialist New Windsor, NY
- customer relations specialist New Windsor, NY
- career services representative New Windsor, NY
- airline customer service agent New Windsor, NY